Senior Outbound AdvisorChoice Consultant

Job Description:

• Initiate a high volume of outbound sales calls, including cold calls to experienced financial advisors
• Keep existing prospects engaged with recruiting partners
• Source experienced financial advisors and/or financial institutions interested in affiliating with Raymond James
• Analyze best-fit business models and make referrals
• Set meetings for recruiters and managers
• Schedule, confirm, and follow up after meetings
• Identify other business models based on advisor feedback and consultation with recruiting partners
• Cultivate relationships with recruiting partners
• Assist in developing business development strategies
• Collaborate proactively with advisors, recruiting partners, and firm relationships
• Build relationships and help meet firm, team, and individual goals
• Perform other assigned duties

Requirements:

• Bachelor's degree and 3-5 years of relevant experience in business development, sales, or financial services
• Equivalent combination of experience, education, and/or training approved by Human Resources
• Knowledge of business development concepts, practices, and procedures in a financial services environment
• Knowledge of investment concepts, practices, and procedures used in the securities industry
• Knowledge of finance principles and securities industry operations
• Knowledge of financial markets and products
• Experience sourcing and developing sales prospects using a proprietary CRM
• Ability to make a high volume of outbound cold calls and turn them into recruiting opportunities
• Effective questioning and listening techniques, including handling objections
• Proficiency with standard office equipment and software for correspondence, reports, electronic communication, spreadsheets, and databases
• Ability to research, interpret, analyze, and apply information about prospects
• Ability to organize, manage, and track multiple detailed tasks and assignments in a fast-paced environment
• Effective oral and written communication with all organizational levels
• Ability to work independently and collaboratively within a team environment
• Travel less than 25%

Benefits:

• Commission eligibility in addition to annual base salary
• Medical, dental, and vision benefits
• Life insurance
• Critical illness insurance
• Accident insurance
• Disability benefits
• Retirement savings
• Paid time off, including vacation, holidays, and sick leave
• Parental leave